Assigning a New Task from the Resources Tab
To create a new task assignment from the Resources tab:
- Click the + New Assignment button on the left-hand side of the Resources screen.
- A Salesforce Task Assignment pop-up appears.
- Enter the following task details:
- Description
- Status
- Project (Select the relevant project)
- User Assigned (Select the user to whom the task is assigned)
- Task Assigned
- Assigned Start Date and Assigned End Date
- Assigned By
- Hours Assigned (in the System Calculations section)
- Click Save to complete the task assignment.
The task is now assigned to the selected user.